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Egerton Capital (UK)’s LPL Financial LPLA Stock Holding History

Egerton Capital (UK)’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-254,813
Closed -$91M – 27
2025
Q4 		$91M Buy
+254,813
New +$90.1M 0.99% 23
2025
Q3 		– Sell
-832,516
Closed -$312M – 28
2025
Q2 		$312M Sell
832,516
-38,749
-4% -$13.6M 3.2% 17
2025
Q1 		$285M Buy
871,265
+613,555
+238% +$214M 3.29% 16
2024
Q4 		$84.1M Buy
+257,710
New +$76.2M 0.97% 25
2023
Q2 		– Sell
-1,019,727
Closed -$206M – 26
2023
Q1 		$206M Sell
1,019,727
-208,517
-17% -$47.7M 2.23% 16
2022
Q4 		$266M Buy
1,228,244
+13,720
+1% +$3.21M 2.28% 16
2022
Q3 		$265M Buy
1,214,524
+103,214
+9% +$22M 2.06% 20
2022
Q2 		$205M Buy
1,111,310
+311,849
+39% +$59.2M 1.38% 20
2022
Q1 		$146M Buy
+799,461
New +$139M 0.77% 22

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VPM
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VCM
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SC
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Capital World Investors
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